Westwood Holdings Group, Inc. (WHG) Stock Price & Analysis
Westwood Holdings Group, Inc. (WHG) closed at USD 19.13 on Thursday, October 15, 2026, down 0.05% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 19.14; the Oct 15, 2026 session ranged USD 18.91–19.2 on volume of 7,466 shares. Market capitalization is $182.56M, with a 52-week range of USD 14.7–20.97 (NYQ). Source: Nexqual, retrieved October 16, 2026 at 05:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WHG.md
Key facts (WHG)
- Analysts: None.
- Total return with dividends: 1Y +21.4% vs S&P 500 +18.1%; 5Y +34.1% vs S&P 500 +85.1%.
- Next earnings: 2026-10-29, EPS estimate USD —, revenue estimate null.
Analysts (WHG)
Consensus None.
Total return (dividends reinvested) (WHG)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +21.4% | +34.1% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +21.5% | +6.0% |
| Volatility (annualized) | 33.6% | 36.4% |
| Max drawdown | -21.2% (Dec 2025→Mar 2026) | -49.8% (Jan 2022→Oct 2023) |
Key Statistics (as of October 16, 2026 at 05:21 UTC)
| Price | USD 19.13 |
|---|---|
| Change | ▼ 0.05% (down) |
| Previous Close | USD 19.14 |
| Open | USD 19.25 |
| Day Range | USD 18.91 – 19.2 |
| 52-Week Range | USD 14.7 – 20.97 |
| Volume | 7,466 shares |
| Market Cap | $182.56M |
| Exchange | NYQ |
Technical Analysis (WHG)
Nexqual's technical model rates WHG "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 16, 2026 at 05:21 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 48.42 (neutral) |
| vs SMA50 | Below (USD 19.13) |
| MACD | 0.01 (positive) |
Analyst Ratings (WHG)
Wall Street analysts rate WHG "None", per Nexqual as of October 16, 2026 at 05:21 UTC.
| Consensus Rating | None |
|---|
Earnings (WHG)
| Next Earnings Date | 2026-10-29 |
|---|
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financials & Fundamentals (WHG)
| Total Revenue | $101.70M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +9.60% |
| Gross Margin | +40.93% |
| Operating Margin | +8.14% |
| Profit Margin | +7.73% |
| ROE | +6.31% |
| Debt / Equity | 0.1 |
| Current Ratio | 2.5 |
| Total Cash | $22.62M |
| Total Debt | $12.41M |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Financial Health Score (WHG)
Nexqual rates Westwood Holdings Group, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:21 UTC.
| Growth | Solid — Revenue +10% YoY (latest Q) |
|---|---|
| Profitability | Strong — Gross margin 41%, operating 8% |
| Balance Sheet | Strong — $23M cash vs $12M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $20M (TTM) |
| Efficiency | Mixed — ROE 6%, ROA 2.0% |
Ownership (WHG)
| Insider Ownership | +9.80% |
|---|---|
| Institutional Ownership | +66.44% |
| Shares Outstanding | 9.54M |
| Float | 5.88M |
| Short % of Float | +1.30% |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Leadership (WHG)
Westwood Holdings Group, Inc. is led by Brian O'Connor Casey CFP (age 62), CEO & Director, per Nexqual as of October 16, 2026 at 05:21 UTC.
| CEO & Director | Brian O'Connor Casey CFP (age 62) |
|---|---|
| President & COO | Fabian Gomez |
| Founder & Director Emerita | Susan Montgomery Byrne (age 78) |
| MD, CFO & Treasurer | Murray Forbes III (age 47) |
| Executive Vice President of Client Service & Marketing | Kellie R. Stark CFA, F.R.M. |
Major Backers & Investors (WHG)
Notable institutional backers of Westwood Holdings Group, Inc. include Allspring Global Investments Holdings, LLC, Westwood Holdings Group Inc., Settian Capital Lp, according to Nexqual as of October 16, 2026 at 05:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Allspring Global Investments Holdings, LLC | 6.25% |
| Westwood Holdings Group Inc. | 5.47% |
| Settian Capital Lp | 4.96% |
| Gamco Investors, Inc ET AL | 4.68% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | 4.44% |
| North Star Investment Management Corp | 4.09% |
| Renaissance Technologies | 3.46% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 8.7% |
| Vanguard Group | 6.73% |
| Dimensional Fund Advisors | 3% |
Source: Nexqual, October 16, 2026 at 05:21 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 24.19 | ▲ 1.81% |
| VCTR | Victory Capital Holdings, Inc. | USD 109.3 | ▼ 0.25% |
| PDI | PIMCO Dynamic Income Fund | USD 14.38 | ▲ 1.84% |
| AMG | Affiliated Managers Group, Inc. | USD 383.04 | ▲ 1.06% |
| SEIC | SEI Investments Company | USD 105.27 | ▼ 0.23% |
| IVZ | Invesco Ltd | USD 28.8 | ▼ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt